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Builder/Developer Project Intake Form
First and Last Name:
Email:
Phone Number:
Company Name:
Website Address:
Estimated Revenue for Most Recent Year:
What is your role with the borrower?
Project Address:
Current estimated value of the property:
Number of approximate acres of project:
Average projected sq footage of units:
Loan Purpose:
Purchase
Refinance Current Mortgage
Owned Free and Clear
Do You:
Own It
Have property under contract and not yet closed
Best description for property now:
Land, not entitled
Land, entitled
Developed land/lots
Existing structure
Finished property type:
Single family residences
Townhomes
Multi family (more than 4 units)
What are your needs:
Horizontal development funds
Horizontal development funds and Vertical Interim Construction funds
Vertical Construction funds, only
Estimated loan amount?
Preferred Down Payment:
Source of down payment:
Preferred term in months for loan:
What is the current permit status:
No permits required
Applied for permits
Permits applied for and about complete
Permits issued
Do you have any presales?
Yes
No
If so, how many?
What is your exit strategy for the project:
Sell units
Hold and rent
Total Number of Guarantors:
Guarantor(s) names:
What type of guaranty are you looking for:
Unconditional
Limited Carve out and Completion Guaranty
Average credit scores for the Guarantors:
Please provide a brief description of the project:
Please provide a brief description of owner's and guarantor's experience:
How many units have been built by the borrower/guarantor in:
Locations of past units:
Do you have existing relationships/staff for construction in this market?
Yes
No
Brief Organizational Description:
(You can also upload staff resumes or a short organizational description.)
Financial Statements on the Borrower entity and Guarantors:
Any property site plans:
Plans for units:
Budgets for project and pro formas:
Any market data you have that led you to pursuing this project
Send
